Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 540 institutions that hold shares in the stock, with a total of 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,375
shares
|
$208,642
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
3,369
shares
|
$208,271
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,335
shares
|
$206,169
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,315
shares
|
$204,933
0.0% of portfolio
|
Q4 2024
Reduced 21.89%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
3,295
shares
|
$203,696
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,250
shares
|
$200,915
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,239
shares
|
$200,234
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
3,235
shares
|
$199,987
0.0% of portfolio
|
Q3 2024
Reduced 66.68%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,156
shares
|
$195,103
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
3,125
shares
|
$193,187
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
3,100
shares
|
$191,642
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
3,070
shares
|
$189,787
0.07% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,967
shares
|
$183,419
0.02% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,890
shares
|
$178,659
0.01% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,883
shares
|
$178,227
0.03% of portfolio
|
Q2 2020
Added 3.09%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,874
shares
|
$177,670
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,645
shares
|
$163,513
0.1% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
2,425
shares
|
$149,913
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,395
shares
|
$148,058
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
2,370
shares
|
$146,513
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
2,300
shares
|
$142,186
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,225
shares
|
$137,549
0.01% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,215
shares
|
$136,931
0.02% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,190
shares
|
$135,385
0.15% of portfolio
|
Q4 2022
Reduced 8.98%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
2,090
shares
|
$129,203
0.02% of portfolio
|
Q1 2024
Added 400.0%
|